Our team deliver experienced professionals who can take temporary appointments on a Trustee Board where required.
We have seen various examples where this can be valuable to the company including when negotiating funding options, when facing potential conflicts of interest or when discussing clearance processes.
We are independent. We are impartial and deliver robust, compliant and outcome driven advice to you and your Board when required. With our support, you can make the decisive actions required to overcome whatever hurdles the Trustees are facing for the long term benefit of the Scheme members.
The Benefits of using us as a Temporary Independent Trustee
- We can help in managing and mitigating conflicts of interest
- We free up our clients
- We reduce the burden of the increasing complexity of legislation and the risks of potential penalties
- We can assist in acquiring and maintaining the knowledge and understanding
- We can lead or assist in negotiations
- We can simplify governance
- Provides peace of mind
Who would use the Temporary Trustee Service?
PTL’s Temporary Trustee service is an effective solution for Employers when faced by conflicts of interest or situations that make challenge the Trustees’ experience or knowledge.
This approach provides a quick and effective solution to a given situation by engaging an independent industry specialist to guide and navigate the Board through what can be complex and challenging situations.
Temporary Trustee Service Detailed
PTL is an independent firm. We are experts in providing trustee services. Our team ensure integrity. We deliver a service when you need it.
PTL’s Temporary Trustee service provides you with access to the appropriate tools and advice to overcome any potential challenge.
We have experienced all manner of complex issues and always aim to find an effective solution for all parties.
We can provide temporary or fixed contract arrangements, based on your needs and will work in partnership with you throughout to achieve the best solution for you.
PTL’s Process – how we support your business
Our approach is to be pragmatic, personable and professional.
Being pragmatic is important. No two situations, no two problems are the same. Our pragmatic approach allows us to find sensible, common sense solutions that meet the need of all parties. A pragmatic approach is also a more cost effective approach.
Being personable is important. We all spend a lot of time working. It makes life more pleasant and work more bearable if our working relationships are friendly, warm, open and constructive. We build teams that will serve each client around that client’s needs and preferences.
Being professional is important and should be a given. The characteristics of professionalism we consider particularly important include being trust worthy, being an expert in our field, working to the highest standards, behaving ethically and fairly, observing clients confidentiality and treating all clients, colleague and others we contact in our work with consideration.
Our approach is to be collegiate, to work as part of a team with our clients and their other advisors. We aim to identify your objectives, establish how to achieve it and execute the resultant strategy.
Our approach is to be creative. The best approach to a matter or solution to a problem is not always the most obvious or established. We encourage our team to innovate externally for our clients and internally for PTL.
Please contact a member of our team to discuss our Temporary Trustee Service further on 0118 957 0610 or email firstname.lastname@example.org